See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,347 | $47,205+4.5% | $61,491-19.7% | $66,914-26.3% |
| Participation rate | 65.9% | 64.2%+1.7pp | 79.3%-13.4pp | 69.8%-3.9pp |
| Annual return | -13.82% | -17.16%+3.3pp | -12.98%-0.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,879 | $2,885-34.9% | $4,246-55.8% | $2,544-26.2% |
| Participant deferral / active EE | $4,649 | $3,114+49.3% | $5,188-10.4% | $4,237+9.7% |
| Admin fee / account holder | $3,126 | $471+563.7% | $4,312-27.5% | $593+426.9% |